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Paychex
PAYX

Overview Fund Activity

1,643 hedge funds and large institutions have $40.5B invested in Paychex in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 591 increasing their positions, 608 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,643
Holders Change
-38
Holders Change %
-2.26%
% of All Funds
22.03%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.28%
New
109
Increased
591
Reduced
608
Closed
117
Calls
$315M
Puts
$319M
Net Calls
-$4.73M
Net Calls Change
-$63.2M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$101M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$83.5M
3
Select Equity Group
Select Equity Group
New York
+$81M
4
UBS AM
UBS AM
Illinois
+$69.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$64.5M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$457M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$199M
3
Morgan Stanley
Morgan Stanley
New York
-$184M
4
UBS Group
UBS Group
Switzerland
-$74.9M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$73.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTL
1551
Red Tortoise LLC
Georgia
$12.4K – – –
SIS
1552
Sound Income Strategies
Florida
$12.3K -$129K -881 -91%
PPA
1553
Painted Porch Advisors
California
$11.9K – – –
CPG
1554
Cornerstone Planning Group
New Jersey
$11.8K -$2.1K -15 -15%
EWM
1555
Evermay Wealth Management
Virginia
$11.6K – – –
LWA
1556
Lowe Wealth Advisors
Maryland
$11.6K – – –
DF
1557
Dunhill Financial
United Kingdom
$11.3K -$147 -1 -1%
AA
1558
Ancora Advisors
Ohio
$11.1K – – –
AWM
1559
Activest Wealth Management
Florida
$10.8K -$4.22K -29 -28%
GXJ
1560
Global X Japan
Japan
$10.8K +$10.8K +74 New
DIP
1561
DT Investment Partners
Pennsylvania
$10.6K – – –
MSG
1562
Main Street Group
Virginia
$10.3K – – –
KA
1563
Kozak & Associates
Colorado
$10.3K -$5.96K -41 -37%
CFS
1564
CGC Financial Services
Oregon
$10.2K – – –
CCMI
1565
Creative Capital Management Investments
California
$10.2K – – –
CWP
1566
Concord Wealth Partners
Virginia
$10K – – –
1M
1567
1248 Management
Missouri
$10K – – –
HHMI
1568
Howard Hughes Medical Institute
Maryland
$10K +$10K +69 New
ATC
1569
Adirondack Trust Company
New York
$10K – – –
HFS
1570
Hughes Financial Services
Virginia
$10K -$2.78K -20 -22%
AW
1571
Avion Wealth
Texas
$10K -$24.5K -174 -71%
KFP
1572
Keener Financial Planning
Texas
$10K – – –
SO
1573
Sierra Ocean
California
$8.91K +$3.07K +21 +53%
CIAS
1574
CBIZ Investment Advisory Services
Ohio
$8.44K +$873 +6 +12%
TWD
1575
True Wealth Design
Ohio
$8.02K +$2.48K +17 +45%
61 62
63
64 65